Carts, gift vouchers and checkout attributes
Three smaller tools under Sales complete the picture: the view of customers' current shopping carts and wishlists, gift vouchers, and checkout attributes - extra questions asked on the cart page.
Shopping carts and wishlists
Sales → Shopping carts and wishlists shows the carts and wishlists customers have right now, with the number of items. Open one to see its products. Use it to understand what people are about to buy, to answer "I had it in my cart" calls, or together with the abandoned cart reminders in Marketing.
Gift vouchers
A gift voucher is a code worth an amount that a customer enters at checkout. Vouchers are created in two ways:
- Sold in the store: a product marked as a gift voucher on its General tab. When the order is placed, a voucher is created for the recipient named at checkout. It becomes active when the order reaches the status set in Sales settings → Gift voucher activation order status.
- Issued by hand: Sales → Gift vouchers → Add new, for refunds, competitions or apologies.
| Field | What it does |
|---|---|
| Gift voucher type | Virtual (sent by e-mail) or physical (posted). |
| Initial value, Currency | The amount the voucher is worth. |
| Coupon code | The code the customer types; Generate code creates a random one. |
| Is activated | Only active vouchers can be used. |
| Recipient and sender name and e-mail, Message | Used in the e-mail; Notify recipient sends it. |
| Valid to | An optional expiry date. |
The Usage history tab of a voucher lists the orders it paid for; the remaining amount goes down with each use.
Checkout attributes
Checkout attributes are questions on the cart page that belong to the order rather than to a product: gift wrapping, a gift message, a delivery instruction, a purchase order number.
- Click Add new, enter the Name and optional Text prompt, choose the Control type (the same types as product attributes: drop-down, checkboxes, textbox, date picker, file upload...) and whether it is Required.
- For list types, add values; a value can add a Price adjustment to the order (for example +5 for gift wrapping) and a weight.
- Use Shippable product required to show the question only when the cart contains something to ship, and Tax exempt or a tax category for the price adjustment.
The answers appear in the order details, the invoice and the order e-mails.
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